Summit Financial Strategies’s Worthington Steel WS Stock Holding History

Summit Financial Strategies’s Portfolio WS Stock Details WS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$264K	Hold
2025 Q1	$224K	Buy
2024 Q4	$277K	Sell
2024 Q3	$457K	Sell
2024 Q2	$520K	Buy
2024 Q1	$556K	Hold
2023 Q4	$436K	Buy